登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600751 900938 证券简称：海航科技 海科B 公告编号：2025-040 关于海航科技股份有限公司 开展金融衍生品业务（远期运费协议）的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示： ● 交易主要情况 （一）交易目的 目前，公司自有干散货船舶资产10艘，合计运力规模约93万载重吨，自有船队包括大灵便型船6艘、好 望角型船3艘、巴拿马型船1艘；同时，公司在2025年上半年内通过期租租赁方式增加4艘灵便型船，控 制运力增加约24万载重吨。为有效应对市场波动带来的风险，减少对公司及控股子公司经营的不利影 响，在保证正常经营的前提下，在风险可控范围内，公司及控股子公司拟使用自有资金开展以套期保值 为目的的金融衍生品交易业务，冲抵全部或部分风险敞口。 （二）交易金额 根据业务及风险控制的需要，公司及控股子公司拟以具体经营业务为依托，以套期保值、防范市场风险 为目的开展远期运费协议（FFA）业务，交易保证金金额将不超过300万美元，在任一交易日持有 ...

2025年8月21日，中际联合（北京）科技股份有限公司召开会议，审议通过《关于增加外汇衍生品交易 业务额度的议案》，该议案尚需股东会审议。公司拟将外汇衍生品交易额度由不超3500万美元（或其他 等值外币）增至不超1.25亿美元（或其他等值外币），额度内公司及子公司可共同循环滚动使用，资金 为自有资金。 ...

（文章来源：证券日报） 证券日报网讯 8月13日晚间，安凯微发布公告称，公司于2025年8月12日召开第二届董事会第十四次会 议、第二届监事会第十次会议，审议通过了《关于开展外汇衍生品交易业务的议案》。公司拟开展总额 度不超过1，000万美元（含等值外币）的外汇衍生品交易，预计使用的交易保证金和权利金总额度上限 不超过1，000万美元（含等值外币），自第二届董事会第十四次会议审议通过之日起12个月内有效，开 展期限内任一时点的交易金额（含前述外汇衍生品交易的收益进行再交易的相关金额）不超过前述总额 度；在前述总额度及有效期限内，资金可以循环滚动使用。本事项无需提交股东大会审议。 ...

Core Points - The People's Bank of China and the State Administration of Foreign Exchange issued a notice to enhance financial services for epidemic prevention and economic development, focusing on foreign trade and foreign investment support [1][2] Group 1: Foreign Trade Support Measures - The notice expands the facilitation policy for quality enterprises nationwide, aiming to include more small and medium-sized foreign trade enterprises, enabling "instant application and minute processing" for foreign exchange settlements [1] - The policy highlights support for small and medium-sized enterprises (SMEs) and aims to reduce settlement costs while promoting export growth through diversified settlement channels [1][2] Group 2: Cross-Border Financing Facilitation - The notice supports qualified high-tech and "specialized, refined, distinctive, and innovative" SMEs in conducting external debt facilitation quota pilot programs and allows multiple external debts to share one account [2] - It also facilitates online registration for external debts and aims to lower financing costs for foreign trade enterprises, enabling them to leverage both domestic and international markets [2] Group 3: Exchange Rate Risk Management - The notice emphasizes the importance of exchange rate risk management services for enterprises, particularly for SMEs that may lack expertise in this area [2][3] - It encourages banks to collaborate with government and enterprises to reduce costs associated with derivative transactions, benefiting over 13,000 SMEs through reduced transaction fees [3] Group 4: Export Credit Insurance - The notice aims to enhance the role of export credit insurance in providing financial services to SMEs, improving claims efficiency [3][4] - A pilot program for "export credit insurance policy financing" has been launched in several regions, facilitating better data sharing and risk management between banks and enterprises [4]

Core Viewpoint - The successful listing of the beverage company Mixue Ice City on the Hong Kong Stock Exchange marks a significant step for private enterprises in Henan to expand their reach, supported by tailored foreign exchange services from the State Administration of Foreign Exchange (SAFE) Henan Branch [1] Group 1: Foreign Exchange Management Policies - SAFE Henan Branch focuses on "two highs and four efforts" to implement proactive foreign exchange management policies, enhancing support for high-quality economic development [1] - By June 2025, the total scale of foreign-related income and expenditure in Henan Province reached $109.697 billion, a year-on-year increase of 5.24%, with a surplus of $14.952 billion, expanding by 79.05% year-on-year [1] Group 2: Enhancing Business Convenience - SAFE Henan Branch has established a "green channel" for 410 quality enterprises, allowing for rapid cross-border settlement with automated business approval, achieving efficient service [2] - Since 2025, 34,700 trade foreign exchange facilitation transactions have been processed, totaling $42.7 billion, enabling enterprises to benefit from policy dividends [2] Group 3: Reducing Foreign Trade Risks - The agency addresses foreign trade enterprises' currency risk management challenges through a combination of policy relief and enhanced services [3] - By June 2025, foreign-related enterprises in Henan utilized forward, swap, and option tools to hedge against currency risks amounting to $6.4 billion, with the hedging rate increasing to 22.88%, up by 5% from the previous year [3] Group 4: Activating Innovation - SAFE Henan Branch employs "financial technology + institutional innovation" to stimulate the multiplier effect of foreign-related economic development [4] - By June 2025, over 700 foreign trade enterprises benefited from simplified financing processes through a cross-border financial service platform, with a total of 2,757 transactions amounting to approximately $2.714 billion [4] Group 5: Policy Communication - SAFE Henan Branch focuses on effective policy implementation by creating a "direct policy + service penetration" transmission system [5] - The agency collaborates with the provincial commerce department to issue guidelines promoting high-quality development of foreign-related economies, integrating nearly 20 foreign exchange facilitation policies [6]

Core Viewpoint - The central government emphasizes the importance of stabilizing foreign trade through enhanced financial support, particularly for export-oriented enterprises facing challenges due to external shocks [1]. Group 1: Financial Support for Foreign Trade - Financial institutions are urged to increase credit support for foreign trade enterprises, especially small and medium-sized enterprises with high foreign trade dependence and competitive products, ensuring their reasonable financing needs are met [1][2]. - The insurance sector is encouraged to provide comprehensive insurance solutions for enterprises venturing abroad, facilitating their operations [1]. Group 2: Policy Implementation and Financial Services - Banks are expected to implement policies to stabilize foreign trade, ensuring that loans are fully utilized and tailored services are provided to enterprises facing difficulties due to tariffs [2]. - There is a focus on optimizing export credit insurance policies to enhance underwriting capacity and provide favorable rates, thereby boosting enterprises' confidence in receiving orders and exporting [2]. Group 3: Currency Risk Management - With the increased volatility of the RMB exchange rate, there is a growing demand for currency risk management services among enterprises engaged in international trade [3]. - Financial institutions are encouraged to enhance their services related to currency risk management and to offer customized hedging products for foreign trade enterprises [3]. Group 4: Integrated Financial Solutions - The demand for integrated financial solutions has surpassed mere financing needs, requiring financial institutions to tailor their services to the specific characteristics of different markets and industries [4]. - The financial system is tasked with ensuring that policies translate into tangible benefits for enterprises, thereby supporting their global development [4].

Core Viewpoint - The central government emphasizes the need for financial support to stabilize foreign trade, particularly for export-oriented enterprises facing challenges due to external shocks [1] Group 1: Financial Support for Foreign Trade - Financial institutions are urged to enhance credit support for foreign trade enterprises, especially small and medium-sized enterprises with high foreign trade dependence and competitive products [1][2] - The insurance sector is encouraged to provide comprehensive insurance solutions to support enterprises in their international operations [1] Group 2: Policy Implementation and Service Optimization - Banks are expected to implement policies to ensure that all eligible loans are granted and renewed, providing tailored services for enterprises facing difficulties due to tariffs [2] - There is a focus on optimizing export credit insurance policies to stabilize enterprises' export confidence and support new business models in foreign trade [2] Group 3: Currency Risk Management - With increased exchange rate volatility, there is a growing demand for currency risk management services among enterprises engaged in international trade [3] - Financial institutions are encouraged to enhance their offerings of foreign exchange derivatives and provide customized hedging services for foreign trade enterprises [3] Group 4: Integrated Financial Solutions - The financial system is called to provide integrated solutions that cater to the diverse needs of foreign trade enterprises, ensuring that policies translate into tangible benefits for businesses [4]

思看科技（杭州）股份有限公司 公司及控股子公司拟开展的外汇衍生品交易的资金来源为自有资金，不涉及 使用募集资金或银行信贷资金。 （三）交易方式 公司及控股子公司将按照衍生品套保原则和汇率风险中性管理原则，根据合 同需要灵活选择外汇远期、外汇期权、外汇掉期等结构相对简单透明、流动性强、 风险可认知、市场有公开参考价格、不超过 12 个月的外汇衍生工具，不从事复 杂嵌套、与不可控因素挂钩的外汇衍生工具交易。交易对手为具有外汇衍生品交 易业务经营资格、经营稳健且资信良好的国内和国际性金融机构。 三、开展外汇衍生品交易业务的必要性和可行性 一、公司开展外汇衍生品交易的背景 在外汇环境不稳定、汇率波动较为频繁的背景下，为有效防范和规避外币汇 率波动可能带来的不利影响，提高应对外汇波动风险的能力，促进财务稳健性， 公司及子公司拟使用自有资金开展外汇衍生品交易业务。 公司及子公司结合实际业务情况适度开展外汇衍生品交易业务具备必要性 和可行性，能在一定程度上防范和规避外汇市场波动有可能带来的风险，有利于 进一步增强财务稳健性，符合公司实际发展需要。 二、开展外汇衍生品交易业务的基本情况 （一）交易金额及期限 预计任一交易日持 ...

中信证券股份有限公司 关于思看科技（杭州）股份有限公司 开展外汇衍生品交易业务的核查意见 中信证券股份有限公司（以下简称"中信证券"或"保荐人"）作为思看科 技（杭州）股份有限公司（以下简称"思看科技"或"公司"）首次公开发行股 票并在科创板上市及持续督导的保荐人，根据《证券发行上市保荐业务管理办法》 《上海证券交易所科创板股票上市规则》《上海证券交易所科创板上市公司自律 监管指引第 1 号—规范运作》等有关规定，对思看科技开展外汇衍生品交易业务 事项进行了审慎核查，具体情况如下： 一、交易情况概述 （一）交易目的 公司及控股子公司存在部分进出口业务涉及外汇结算，为减少外汇汇率波动 带来的风险，降低汇率波动对公司经营业绩的影响，增强公司财务稳健性，公司 拟适当开展外汇衍生品交易业务。公司及控股子公司开展的外汇衍生品交易品种 均为与基础业务密切相关的外汇衍生产品或组合，公司不会从事以投机和套利为 目的的衍生品交易。 （二）交易金额及期限 公司及控股子公司拟使用自有资金开展预计交易额度不超过 1,500 万美元 （或等值人民币）的外汇衍生品业务。上述交易额度自公司第二届董事会第一次 会议审议通过之日起 12 个月 ...

Core Viewpoint - The People's Bank of China (PBOC) Shanghai Headquarters reported on the financial operation of Shanghai in the first half of 2025, highlighting the implementation of a moderately loose monetary policy to support high-quality economic development in Shanghai [2][3]. Financial Performance - In the first half of 2025, the total social financing scale in Shanghai increased significantly, with a stable growth in credit volume and a decrease in financing costs [3][4]. - By the end of June, the total balance of loans in Shanghai reached 12.85 trillion yuan, a year-on-year increase of 8.4%, which is 1.6 percentage points higher than the national average [4]. - Household loans increased by 13.7% year-on-year, with personal housing loan demand recovering [5]. - Non-financial enterprise loans accounted for 55.2% of the total new loans, indicating a strong demand from this sector [6]. Loan Structure and Costs - The loan structure has been optimized, with significant increases in loans to technology and inclusive finance sectors, with year-on-year growth rates of 28.9% for information technology and 19.7% for research services [7]. - The weighted average interest rate for newly issued corporate loans in June was 2.74%, down 49 basis points from the previous year, marking a historical low [8]. Deposit Trends - The growth rate of various deposits in Shanghai has slowed down, with total deposits reaching 22.9 trillion yuan, a year-on-year increase of 7.5% [10]. - Household deposits grew by 10.7%, while non-financial enterprise deposits increased by 4.8%, showing a slight improvement compared to the previous year [10][11]. Social Financing and Direct Financing - The increment of social financing in Shanghai was 841.8 billion yuan, a year-on-year increase of 324 billion yuan, effectively meeting the financing needs of the real economy [13]. - Direct financing saw significant growth, with net financing from corporate bonds reaching 102.6 billion yuan, an increase of 159 billion yuan year-on-year [13]. Foreign Economic Activity - Shanghai's foreign economic activity remained robust, with total foreign exchange receipts and payments amounting to 2.77 trillion USD, a year-on-year increase of 19% [14]. - The city's foreign trade income grew by 21%, demonstrating resilience amid external pressures [15]. Capital Market and Currency Use - The capital market's attractiveness has increased, with foreign investors showing renewed interest in RMB assets, leading to a net inflow into domestic stocks [17][18]. - The foreign exchange hedging ratio in Shanghai increased to 42.2%, reflecting enhanced awareness and capability among enterprises to manage currency risks [19]. Cross-Border RMB Business - The cross-border RMB settlement volume reached 16.2 trillion yuan, a year-on-year increase of 15%, maintaining a leading position nationally [19][20]. - The use of RMB in cross-border transactions is expected to grow, supported by favorable policies and the ongoing internationalization of the currency [20].